Nelahb joined our team as a Client Transfer Specialist, where she plays a key role in supporting families through the account transfer process. She works behind the scenes to help ensure paperwork, timelines, and client communications are handled efficiently, allowing clients to feel confident and supported during account transitions. Nelahb is known for her calm demeanor, strong problem solving skills, and commitment to providing a smooth, stress-free experience for families. She takes pride in being a dependable point of support for both families and advisors, helping our firm deliver the highest level of service our clients deserve.
Nelahb relocated from Pennsylvania in order to join our team, and she earned her bachelor’s degree in Business Administration from the University of Pittsburgh. Now, she resides in the Haymarket area where she enjoys reading, arts and crafts, and dancing.
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